Finance 3 Line Items
Before inputting your booking patterns, you will need to set up the line items that may be used. All line items are listed below.
Sessions
Items
Consumables
Funding
Discounts
Sessions:
This is where you can create fixed sessions or flexible hourly sessions. You can also add in a consumable or schedule a fee change.
Items:
You are able to create additional items that you may wish to add to a child's booking pattern. For example, these could be extra activities, uniform items, or late fee charges.
More > Settings > Finance > Line Items > Items > Create > Input name > Input fees > Save.
You are able to add regular items to a session or as a one-off booking item.
Tip: You are also able to schedule a fee change by clicking 'schedule price change'.
Consumables:
By default, you have breakfast, lunch, and tea. However, you are able to edit these names and add additional consumables. When creating the sessions you would input the consumable cost.
More > Settings > Finance > Line Items > Consumables > Create > Input name > Select whether to combine the cost into session price or show it as a separate line item > Save.
Funding:
This is where you set up your funding types. You are able to select a regular funding type, for example, 3-Year Old 15 Hour, or a one-off funding type such as EYPP funding.
More > Settings > Finance > Line Items > Funding > Create.
Please click here for further details on the funding setup.
Discounts:
You are able to set two types of discounts. A discounted percentage or a discounted amount.
Discount Percentage: More > Settings > Finance > Line Items > Discounts > Create > Input discount name > Select percentage & input the percentage amount > Select what items you would like the discount deducted from > Select whether you want it deducted before or after funding > Save.
Discount Amount: More > Settings > Finance > Line Items > Discounts > Create > Input discount amount > Select fixed amount discount > Input amount > Save.